PUBMATIC INC. CL.A -,0001

PubMatic reported Q2/2026 revenue of $78.6 million (+11% y/y) and adjusted earnings per share of $0.12, versus expected losses. Adjusted EBITDA rose 38% to $19.6 million, with the margin climbing to 25%. The company announced a Q3 revenue range above consensus ($75–77 million), aggressive buybacks and several analyst upgrades; CFO Steve Pantelick will move to an advisory role in early 2027. » Mais em de.investing.com

PubMatic has launched a Creator Marketplace for connected TV (CTV), a programmatic auction platform that connects inventory from independent creator-publishers with programmatic and agency-based demand. First partner is MeatEater; the marketplace was developed in collaboration with Holmes Media, FreeWheel is the ad-server partner, and more publishers are expected to follow. PubMatic reports a market capitalization of $525 million, revenue of $282 million, and more cash than debt; the stock has risen 25% in the past six months, and analysts currently view it as undervalued with an expected return to profitability. » Mais em de.investing.com

PubMatic implemented an agent-based AI campaign for Movistar in Spain with Havas Media Network and deployed AgenticOS, which uses autonomous agents via the Claude-LLM for real-time planning and control. The agents selected CTV inventory, set frequency and brand-safety parameters, and autonomously optimized bids; the CPM was 18% below target and impressions exceeded the target by 23%. Setup time fell by up to 80%, ads ran in premium CTV environments, and PubMatic has seen a 27% share increase year-to-date with a market capitalization of $519 million. Although the company was not profitable over the past 12 months, analysts cited by InvestingPro expect a return to profitability. » Mais em de.investing.com